Andy's reviews
Reviewed for
Pensions ( 32 )
Retirement income (annuities, drawdown) ( 14 )
Investments and Savings ( 28 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 2 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 13 )
Financial Mentoring ( 2 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 2 )
£100k - £200k ( 5 )
£50k - 100k ( 4 )
Up to £50k ( 6 )
Review
by a verified client in Hampshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted to access my pension pot so that I could use the lump sum now rather than have it as a small additional monthly payment.
How has Andy Burton helped you?
Sorted everything quickly and effectively, e.ven when obstacles were put in the way by the company holding the monies. He kept me updated at all times and couldn't have done any more.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Hampshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The time was now right to get a pension sorted, having used Tom French Assoc to sort our mortgage, I felt confident they could help with my pension.
How has Andy Burton helped you?
Andy took the time to find out my needs & current position & concisely informed me of my options.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Devon
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to assess my pension pots and wanted to look at making it easier to manage.
How has Andy Burton helped you?
Andy assisted me in consolidating my multiple pensions.
Have you seen the outcome you were hoping for?
Yes, Andy was great.
What could they have done better?
Nothing - Andy was spot on!
First impression
by a VouchedFor user
6 months ago
Overall
Please provide a brief comment about your experience with Andy
Andy is just the nicest man to talk to and deal with, he is so informative and couldn’t do enough to help me. I needed help with my pension and he knew everything i needed to know and i felt reassured i was making the right decision, a big weight off of my shoulder, thank you to Andy. I would highly recommend him and will definitely use him in the future ..
Review
by a verified client in Devon
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We really needed to get our finances in order and to understand our financial position
How has Andy Burton helped you?
Andy has really helped us to understand our position and given us confidence to plan our retirement
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing. Andy is calm, explains things thoroughly and really cares about his clients